See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,533 | $89,753+63.3% | $107,525+36.3% | $84,808+72.8% |
| Participation rate | 96.5% | 68.1%+28.4pp | 75.1%+21.4pp | 68.3%+28.2pp |
| Annual return | 15.73% | 29.48%-13.7pp | 181.32%-165.6pp | 40.90%-25.2pp |
| Employer contribution / active EE | $4,668 | $3,113+49.9% | $3,754+24.4% | $2,631+77.4% |
| Participant deferral / active EE | $4,943 | $4,056+21.9% | $5,116-3.4% | $4,212+17.4% |
| Admin fee / account holder | $5,389 | $7,222-25.4% | $8,919-39.6% | $7,344-26.6% |